Wealth Advisors of Iowa’s ProShares Short Real Estate REK Stock Holding History

Wealth Advisors of Iowa’s Portfolio REK Stock Details REK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-10,000	Closed	-$219K	–	62
2023 Q3	$219K	Buy	+10,000	New	+$203K	0.15%	52
2021 Q4	–	Sell	-5,000	Closed	-$92K	–	64
2021 Q3	$92K	Buy	+5,000	New	+$89K	0.05%	57

Other funds holding REK

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

HCM

Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCV

Banque Cantonale Vaudoise Lausanne, Switzerland $2.66B AUM 26.89% 1-Year Est. Return

OLVIG

Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM

CAS

Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return

CPG

Custom Portfolio Group Englewood, Colorado $127M AUM

Wealth Advisors of Iowa's REK Position: Q4 2023 in Review

Wealth Advisors of Iowa sold out of ProShares Short Real Estate (REK) in Q4 2023, closing a stake of 10,000 shares — an estimated $219K sold.

Wealth Advisors of Iowa first reported a position in REK in Q3 2021 and held it in 2 quarters. The position peaked at $219K in Q3 2023. 18 funds tracked by Wall St. Rank hold REK as of Q4 2023.

Wealth Advisors of Iowa reported no remaining ProShares Short Real Estate position as of Q4 2023 after selling out during the quarter.
Wealth Advisors of Iowa sold 10,000 ProShares Short Real Estate shares in Q4 2023, an estimated $219K.
Wealth Advisors of Iowa first reported a position in ProShares Short Real Estate in Q3 2021 and held it in 2 quarters.
Wealth Advisors of Iowa's ProShares Short Real Estate position peaked at $219K in Q3 2023.
18 funds tracked by Wall St. Rank held ProShares Short Real Estate as of Q4 2023.

Based on Wealth Advisors of Iowa's 13F filing for Q4 2023, filed 8 Feb 2024.